475 hedge funds and large institutions have $5.22B invested in Polaris in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 162 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+18
Holders Change %
+3.94%
% of All Funds
7.57%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
69
Increased
154
Reduced
162
Closed
47
Calls
$75.3M
Puts
$125M
Net Calls
-$49.9M
Net Calls Change
-$57.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PB
401
Pinnacle Bancorp
Nebraska
$18.7K
Bessemer Group
402
Bessemer Group
New Jersey
$17K +$2.52K +24 +17%
ADL
403
Asset Dedication LLC
California
$16K
C
404
Covestor
United Kingdom
$16K +$100 +1 +0.6%
LFA
405
LGT Financial Advisors
Texas
$14.9K +$14.9K +143 New
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$14.4K
LF
407
Lee Financial
Texas
$13.5K
QL
408
Quarry LP
New York
$13.3K +$13.3K +128 New
PCM
409
Peregrine Capital Management
Minnesota
$13K
UB
410
UMB Bank
Missouri
$12.7K +$6.46K +62 +103%
GG
411
Gleason Group
Kentucky
$12.6K +$104 +1 +0.8%
AF
412
Advisornet Financial
Minnesota
$11.9K -$208 -2 -2%
EWA
413
EverSource Wealth Advisors
Alabama
$11.2K
FCT
414
First Community Trust
Iowa
$10.5K
HWA
415
HHM Wealth Advisors
Tennessee
$10.4K
CFGS
416
Concourse Financial Group Securities
Alabama
$10.4K
AWM
417
Atticus Wealth Management
Florida
$9.9K
IRC
418
Investors Research Corp
Georgia
$9.06K
WIM
419
Westside Investment Management
California
$8.99K +$105 +1 +1%
WBC
420
West Branch Capital
Massachusetts
$8.96K
TCOV
421
Trust Company of Vermont
Vermont
$7.81K -$10.9K -105 -58%
PA
422
Parallel Advisors
California
$7.19K +$208 +2 +3%
CSB
423
City State Bank
Iowa
$7K
DJSG
424
D.J. St. Germain
Massachusetts
$6.77K
ETC
425
Exchange Traded Concepts
Oklahoma
$6.77K +$6.77K +65 New